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Nifty mega caps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his Flexicap fund beyond largecaps- ETMarkets Smart Talk | Time to rotate from expensive smallcaps to large caps? Saurabh Prasad weighs in
- ET Startup Awards 2026 | Social Enterprise: Varaha delivers carbon dollars to smallholder farmers
- ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...25 Aug, 2026, 08.57 AM IST
- Power sector stocks: Rising demand, uneven risk; best owned as a basket. 10 power stocks with upside potential of up to 28%For years, owning power meant betting on a slow, steady rise in demand as the economy grew. That story has suddenly changed. The machines b...22 Aug, 2026, 11.19 PM IST
- Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...21 Aug, 2026, 09.12 AM IST
- India Inc’s blockbuster Q1 earnings may not last as 3 key tailwinds fade in H2India Inc's impressive earnings in the first quarter might not sustain their momentum into the latter half of the year. Diminishing effects...19 Aug, 2026, 08.39 AM IST
- Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...16 Aug, 2026, 10.02 AM IST
- Inside the Google executive moves that led to its big AI reshuffleOn August 5, the Mountain View, California, tech giant announced a sweeping leadership overhaul of its Google DeepMind AI division in which...12 Aug, 2026, 11.19 PM IST
- Nifty Smallcap 250 hits 52-week high. Should smallcap mutual fund investors continue SIPs or book profits?The Nifty Smallcap 250 index has achieved a remarkable 52-week high, capturing the interest of investors. Analysts recommend maintaining sy...10 Aug, 2026, 09.59 AM IST
- These large and mid-cap stocks can give more than 20% return in 1 year, according to analystsWhenever there is a correction or volatility, just ask one question: Is it an opportunity, or should one be wary? We are raising this issue...06 Aug, 2026, 09.50 PM IST
- Vizag to emerge as India's top digital infra hub, to create 52,000 jobs: ReportVisakhapatnam is set to become a major digital infrastructure hub in India. Its growing data centre ecosystem will create nearly fifty-two ...06 Aug, 2026, 04.37 PM IST
- ETMarkets Smart Talk| Large caps offer stability, but alpha lies in selective mid- and small-caps: Rakesh VyasWhile the near-term outlook remains clouded by inflation concerns and margin pressures, Rakesh Vyas, CIO & Portfolio Manager at Quest Inves...05 Aug, 2026, 08.03 AM IST
- Why Axis Mutual Fund is asking investors to look at largecaps as wellFollowing the sharp re-rating in small- and midcaps, Axis Mutual Fund has urged investors to revisit largecaps, saying their valuations hav...31 Jul, 2026, 03.29 PM IST
- ETMarkets Smart Talk | Build a portfolio with 50% large caps, 30% midcaps and 20% small caps: Roop BhootraWhile large-cap stocks have lagged their mid- and small-cap peers in recent months, valuation comfort is gradually returning, making asset ...31 Jul, 2026, 09.01 AM IST
- Nifty could deliver low-teen returns as earnings drive next leg of bull market: Anand Rathi AMCThe June-quarter earnings season has now begun, and we will be tracking this closely as results come in, with more insights to follow throu...28 Jul, 2026, 11.21 AM IST
- CCI clears cash logistics provider Brink’s acquisition of NCR AtleosThe Competition Commission of India has approved Brink's Company's acquisition of NCR Atleos. This acquisition, valued at approximately $6....22 Jul, 2026, 10.51 PM IST
- Owning an ecosystem is sometimes the better approach: 21 stocks from the energy ecosystem, 9 with upside potential of over 13%Faced with a rising sector, the instinct is to find the best stock in it. The single name that will best ride the wave. In an ecosystem lik...22 Jul, 2026, 11.19 AM IST
- ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren VedIndia's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations...18 Jul, 2026, 09.38 AM IST
- Google AI Hub ecosystem in Vizag expands with ₹1,008-crore logistics park, 5,000 new jobsA new logistics and light industrial park will support Google's AI Hub in Visakhapatnam. This Ecobox development represents a significant R...14 Jul, 2026, 02.19 PM IST
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